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Going independent
Merrill team with $160M goes indie
The group opted to join HighTower, which has added nine teams so far this year.
Merrill Lynch recruiting pullback: Regionals and breakaways eye opportunity
"It's always nice when one poker player folds and it's down to two or three players," one recruiter says.
150 calls in 48 hours: What it takes to transition $600M wirehouse advisers
Switching firms can be a herculean task, but independent firm Steward Partners furnishes ex-wirehouse advisers with teams of specialists to ease the process.
LPL grabs Merrill Lynch breakaways in sign of fiduciary ‘disruption’
The $420 million team marks the latest wirehouse exit over a lack of flexibility around the rule.
$275M Morgan Stanley team goes indie with Raymond James
The duo launched a new independent practice with the firm's Investment Advisors Division.
$400M adviser departs Merrill Lynch, goes indie with Raymond James
Michael Jeppson generated about $1.8 million in annual revenue, according to his new firm.
Voices
What wirehouse advisers must know before going indie
Bob Veres
Columnist
The Broker Protocol is just the first step. Those entering the fiduciary world still have to proceed with caution.
Merrill Lynch breakaways join Snowden Lane in fiduciary-focused move
The private equity-backed firm has added seven ex-wirehouse advisers so far this year.
Podcast
Breakaway adviser movement gains steam
Choices are mushrooming in the independent space for top advisers seeking a career change, recruiters say.
HighTower nabs ex-wirehouse advisers with $500M
UBS and Merrill lose four advisers in HighTower's seventh deal of the year.
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